Business Details
About
Investment Service
Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.
Location
Edward Jones - Financial Advisor: Joe Whitfield, AAMS®
67 S Higley Rd, Gilbert, AZ
85296, United States
Reviews
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1 reviews
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- FSFlorence SandmannJul 8, 20235.0I have been with Edward Jones since 1991 when my dad took me to learn about saving for my future. I feel so confident in the fact that I have a great retirement portfolio that is overseen by consummate professionals. The person who truly has helped me is my advisor Casey Moneer. He is always calling with updates and has made some amazing choices for my portfolio. He happily spends time on Zoom and on the phone explaining the intricacies of investments. I have found it hard to understand in the past but now I am confident in what I know!!! Casey is one hell of a financial advisor!!!
Frequently Asked Questions About Edward Jones - Financial Advisor: Joe Whitfield, AAMS®
Where is Edward Jones - Financial Advisor: Joe Whitfield, AAMS® located?
Edward Jones - Financial Advisor: Joe Whitfield, AAMS® is located at 67 S Higley Rd, Suite 106, Gilbert, AZ 85296, US.
How can I schedule an appointment with Joe Whitfield?
You can schedule an appointment with Joe Whitfield online through the Edward Jones contact page or by calling +1 480-988-4254.
What financial services does Joe Whitfield provide?
Joe Whitfield offers financial advising, investment management, investment funds, and stock brokerage services.
What specialties does Edward Jones - Joe Whitfield have?
The specialties include 401(k) plans, Roth IRA, 529 College Savings Plans, and life insurance.
Does Joe Whitfield provide services in any languages other than English?
Joe Whitfield provides services in English.
Where can I find the Edward Jones mobile app?
The Edward Jones mobile app is available for Android on Google Play and for iOS on the Apple App Store.
What nearby financial services can I find around Edward Jones - Joe Whitfield?
Nearby you can find other financial services such as Block Advisors, The Gething Team at Local Home Loans, Edward Jones - Financial Advisor: Kimberly Molter, AAMS®, Farm Bureau Financial Service, and Arizona Premier Insurance Agency - Office of Niqúe Nuñez.
Are there any nearby places where I can get business shipping or printing services?
Yes, The UPS Store 4780 is nearby and provides printing, freight, cargo, and shipping services.
What nearby places can I visit for relaxation or wellness after my financial consultation?
Nearby wellness options include Family Tree Eye Care for eye health, Ox Fitness with Tessa Gissel for fitness, Nail and Spa Talk for beauty and spa services, and SeniorVue for assisted living and health services.
Are there dining options near Edward Jones - Joe Whitfield?
Yes, there are multiple Starbucks locations and Panda Express near Edward Jones - Joe Whitfield where you can grab coffee or a quick meal.